Paraplanner — Financial Planning Reports & Modelling
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Reporting
Seven Investment Management is seeking a Level 1 Paraplanner to support advisers with standard advice cases, including new wrappers, pensions, ISAs and GIA transfers, and investment top-ups. You will articulate recommendations clearly, ensure suitability for client circumstances, and maintain regulatory and internal quality standards.
You will carry out detailed research and cash flow modelling to support planning recommendations, assess long-term sustainability, and demonstrate client
This is a strong role to take on the Paraplanner — Financial Planning Reports & Modelling role at Seven Investment Management.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in City of Edinburgh, Scotland, United Kingdom.
This opportunity is part of our work in Finance.
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